HomeMy WebLinkAbout11-10-14 (2) NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TWS- OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE U MCE OF' REV-1547 EX AFP (08-15)
PO BOX 2B06'qT0V"___
HARRISBURG PARP�28,-M66vq o VJILLS
DATE 11-10-2014
12 55 ESTATE OF LIDDICK ROBERT A
DATE OF DEATH 06-15-2011
0 LER FILE NUMBER 21 11-0724
0 U RT COUNTY CUMBERLAND
RICHARD C ACN 101
44 APPEAL DATE: 01-09-2015
PO BOX 318 (See reverse side under Objections)
MECHANICSBURG PA 17055 Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --lo RETAIN LOWER PORTION-FOR-YOUR-RECORDS- -- -------------------
REV-1547 EX AFP C08-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: LIDDICK ROBERT AFILE NO. :21 11-0724 ACN: 101 DATE: 11-10-2014
TAX RETURN WAS: ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON- SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule 0) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 188,126.69
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 00
11. Total Deductions (11) 188,196.69
12. Net Value of Tax Return (12) 1881196.69-
15. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) .00
14. Net Value of Estate Subject to Tax (14) 5,876.12
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) q.874-12 x 045 = 264.43
17. Amount of Line 14 at sibling rate (17) -f)Q I X 12 = .00
1.a. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 264.43
TAX CREDITS:
PAYMENT - RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
09-15-2011 CDO14969 13.22 5,000.00
09-15-2011 CDO14968 .00 31000.00
09-20-2012 CDO16526 .00 354.60
12-10-2012 REFUND .00 37.53-
TOTAL TAX PAYMENT 8,330.29
BALANCE OF TAX DUE 8,065.86CR
INTEREST AND PEN. .00
TOTAL DUE 8,065.86CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
REV-1470'-,n1.10)
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
7128-0601
DECEDENT'S NAME FILE NUMBER
Robert Arthur Liddick 2111-0724
REVIEWED BY ACN
Joseph - Agent#94 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
H Reduced to $188,196.69. The non-probate assets remain taxable to the respective joint
owners and beneficiaries. Deductions can not be claimed against the non-probate assets
as it is not the responsibility of a joint owner or beneficiary to pay the debts of the estate.
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